GBA Presents: RADIO SAVANT-!

Hello & Good AM-

I have an idea for anew thread now that is a little like Shark Tank-

It's called The Pitch.

No more shout outs and one word Buy calls.

Each idea is " Pitched " to the Et community and the community decides what is bought in size. That way we can eliminate some of the mad stupidity, continue to teach people how to invest and come up again with a ET Model Portfolio.
 
Mild Example--

NOVAVAX -

The Pitch- The Booster shots are not being taken by the public and there's a reason- they don't work well. The Moderna and Pfizer Boosters were made using half original dose and half new dose geared to newer variants. The trouble there is twofold: not enough juice of either in the concoction to get a good immune response and the by the time these came out to tackle B1 and B2 the virus has moved on and there's trickier versions circulating in Europe.

The idea of just getting the same Moderna shot you got the first time--not the booster makes some sense to me. The body fights hardest on what it knows already and it has been dialed into the original virus & the original vaccine.

The other idea is we need a universal vaccine that targets a non mutating part of the virus.. but until that is sorted out and who will do that with no Gov funding? We can think about taking a booster that is formulated in an entirely different method than the Moderna and Pfizer shot...
which brings us to Novavax.

-->Novavax's COVID-19 vaccine authorized in Canada as booster in adults 08:13 NVAX Novavax announced that Health Canada has granted expanded authorization for Nuvaxovid COVID-19 Vaccine for active immunization to prevent COVID-19 caused by SARS-CoV-2 as a homologous booster in adults aged 18 and older. The expanded authorization was based on data from a Phase 2 trial conducted in South Africa and from the Prevent-19 Phase 3 trial conducted in the U.S. and Mexico. The third booster dose produced increased immune responses to levels comparable to or exceeding those associated with protection against COVID-19 in Phase 3 clinical trials. In the trials, following the booster, local and systemic reactions had a median duration of approximately two days. Novavax' vaccine has been authorized as a heterologous and homologous booster in the U.S., European Union, U.K., Japan, Australia, New Zealand, and Switzerland, and a number of other countries have policy recommendations allowing use of the vaccine as a heterologous or homologous booster dose. Novavax has ongoing trials to further explore the vaccine's immunogenicity and safety as a heterologous booster.

-->
Novavax' Nuvaxovid authorized in U.K. for use as booster in adults 11/09 NVAX Novavax announced that the Medicines and Healthcare products Regulatory Agency in the U.K. has expanded the conditional marketing authorization for Nuvaxovid COVID-19 vaccine as a homologous and heterologous booster dose after the primary series of Nuvaxovid or of an mRNA or adenoviral vector vaccine for active immunization to prevent coronavirus disease 2019 caused by the severe acute respiratory syndrome coronavirus 2 in adults aged 18 and older.

-->
Novavax reports Q3 EPS ($2.15) vs. ($4.31) last year 11/08 NVAX Reports Q3 revenue $734.6M, consensus $586.25M. "Our progress in the third quarter continued as we successfully expanded our COVID-19 vaccine's label, achieved policy recommendations globally and expanded our body of clinical evidence supporting the differentiated benefit of our vaccine technology," said Stanley C. Erck, President and Chief Executive Officer, Novavax. "New data that we announced today reaffirms the broad immune responses of NVX-CoV2373 against circulating variants. Additionally, based on our most recent Phase 1/2 trial results for our COVID-19-Influenza Combination vaccine candidate, we look forward to initiating our Phase 2 clinical trial by the end of this year."

-->
Novavax says data show no benefit for bivalent vaccine compared to BA.1 vaccine 11/08 NVAX Novavax announced earlier topline results from its Phase 3 Boosting Trial for the SARS-CoV-2 rS Variant Vaccines showing that the company's BA.1 vaccine candidate, NVX-CoV2515, met the primary strain-change endpoint. "The data demonstrate that the BA.1 vaccine candidate neutralizing responses in those not previously exposed to COVID-19 were greater than those of the prototype vaccine, NVX-CoV2373, enabling a shift to a new variant vaccine, if necessary. Additionally, data show no benefit for the Novavax bivalent vaccine candidate compared to the BA.1 vaccine candidate or prototype vaccine in the overall trial population. Immunoglobulin G antibody responses against BA.1 and prototype strains showed similar responses across the three vaccine groups. Importantly, for the BA.5 strain, which is structurally similar to BA.1, pseudoneutralization responses demonstrated that there was no benefit for the BA.1 or bivalent vaccine candidates compared to the prototype vaccine. Overall, the data demonstrated that the prototype vaccine induced a broad immune response against original prototype, BA.1, and BA.5 strains. The prototype vaccine induced robust IgG responses to both BA.1 and the matched prototype strain. Pseudoneutralization responses against BA.5 for the prototype vaccine were comparable to those induced by the more closely matched BA.1 vaccine and bivalent vaccine candidates... When given as a second booster dose, or fourth dose, all three vaccine formulations were similarly well-tolerated, consistent with the well-established safety profile of the prototype vaccine," the company stated. "Today's results show that use of our prototype vaccine as a booster induces cross-reactive responses to a broad range of variants with the potential to protect against future strains. This is a hallmark of our vaccine technology and shows the suitability of our current prototype vaccine as a booster even as the COVID-19 landscape continues to evolve. Our vaccine, which provides broad immune response even in the face of evolving variants, presents a potential strategy to protect against COVID-19 now and into the future," said Gregory M. Glenn, M.D., President of Research and Development, Novavax.

Analyst view)

Novavax price target lowered to $74 from $83 at B. Riley 11/10
NVAX
B. Riley analyst Mayank Mamtani lowered the firm's price target on Novavax to $74 from $83 and keeps a Buy rating on the shares. The company reported "strong" Q3 financial results and, importantly, reaffirmed fiscal 2022 revenue guidance of $2B-plus alongside posting a strong cash position of $1.3B, Mamtani tells investors in a research note. The company again recorded sizeable inventory write-down within cost of sales, which drives the price target decline, says the analyst.

- BUY NVAX.--> PT $55
Price now--> $19.66
 
In this way we slow down the process and only accept ideas that have huge potential.

Now of course we will need room for "Van and Ted's Wild Adventures" and so we will have just that a subsection entitled Van & Ted's Wild Adventures-- and here you might find a Cathie Wood stock, or Robin Hood stock, some stock with a Hood or Wood involved.

GBA will roll this out sometime in the new year. >>>>>>>>>>>>>>>>>>>>>>>>>>>>

Just a reminder: Due to changes in Portugal law RADIO SAVANT will no longer Broadcast after Christmas...
 
STOCK OF THE WEEK- PREVENTION BIO- $8.08

- ARTICLE IN NY TIMES ON THIS COMPANIES PRODUCT-

- ABILITY TO SPOT STAGE 1 BEFORE IT HAPPENS AND DELAY...

- IT IS GOING TO BE HARD TO FIND PATIENTS <---- WE ALMOST NEED A DIAGNOSTIC TOOL IN HAND WITH THIS BUT.... $$$$$$$$$


Provention Bio price target raised to $30 from $24 at Chardan 10:17 PRVB Chardan analyst Geulah Livshits raised the firm's price target on Provention Bio to $30 from $24 and keeps a Buy rating on the shares after teplizumab gained FDA approval as the first treatment to delay the onset of Stage 3 type 1 diabetes in adult and pediatric patients aged eight years and older with stage 2 diabetes. There is "nothing too surprising about the label," Livshits tells investors in a research note. The analyst adjusted his model to reflect the approval, pricing, and a more conservative penetration for the present based on the higher than expected price.

F.D.A. Approves a Drug That Can Delay Type 1 Diabetes

The therapy will cost nearly $200,000. But it’s the first treatment in 100 years to alter the course of the disease, which usually begins in adolescence.

18diabetes-articleLarge.jpg

The drug, marketed as Tzield, does not cure or prevent diabetes, but delays its onset by an average of two years and, for some patients, much longer.Credit...Provention Bio


Nov. 18, 2022
The Food and Drug Administration has approved the first treatment that can delay — possibly for years — the onset of Type 1 diabetes, a disease that often emerges in teenagers.

The new drug, teplizumab, is made by Provention Bio, which will partner with Sanofi to market the drug in the United States under the brand name Tzield. In an investor call on Friday, Provention said the drug would cost $13,850 a vial or $193,900 for the 14-day treatment. The company said teplizumab should be available by the end of the year.

The drug, which the F.D.A. approved on Thursday, does not cure or prevent Type 1 diabetes. Instead, it postpones its onset by an average of two years and, for some lucky patients, much longer — the longest so far is 11 years, said Dr. Kevan Herold of Yale, a principal investigator in trials of the drug.

The only other treatment for the disease — insulin — was discovered 100 years ago and does not affect the course of the disease. It just replaces what is missing.


The treatment prolonged the period in which they made some insulin, but eventually all got diabetes.

In 2011, Dr. Bluestone and Dr. Herold proposed a different sort of study. They would treat people who were at high risk of diabetes but who had not yet developed it. It was a bold move, Dr. Bluestone noted. “Other than vaccines, there aren’t many drugs given before diagnosis,” he said.

To find those people, the researchers worked with a group of clinical trial sites, TrialNet, that were supported by the National Institutes of Health. Dr. Herold is now the group’s chairman. TrialNet investigators screened 200,000 people who were immediate family members of people with Type 1 diabetes, looking for antibodies indicating an immune attack on the pancreas and abnormal glucose metabolism.

The result was a study, published in The New England Journal of Medicine, that led to Thursday’s approval.

test people can order, underwritten by the foundation. But, Dr. Kowalski said, “we want pediatric offices to do it.”

Testing also offers another opportunity, he said. It turns out that antibodies indicating an immune attack often occur when people are as young as 5 or 6 years old, although most do not develop diabetes until they are teenagers.

Now, he said, his hope is to treat people even earlier, as soon as those antibodies emerge. Clinicians and the F.D.A. had previously objected to treating before the disease was clearly underway, asking, “How can you give an immunotherapy if they are normal?” Dr. Kowalski said.

But, he said, the antibodies tell a different story.

“They do have diabetes,” he said, although not according to the usual definition of the disease. “It just hasn’t unmasked itself yet. We need to help them save their beta cells,” the insulin-secreting cells of the pancreas.
 
stonedinvestor said:
STOCK OF THE WEEK- PREVENTION BIO- $8.08

- ARTICLE IN NY TIMES ON THIS COMPANIES PRODUCT-

- ABILITY TO SPOT STAGE 1 BEFORE IT HAPPENS AND DELAY...

- IT IS GOING TO BE HARD TO FIND PATIENTS <---- WE ALMOST NEED A DIAGNOSTIC TOOL IN HAND WITH THIS BUT.... $$$$$$$$$


Provention Bio price target raised to $30 from $24 at Chardan 10:17 PRVB Chardan analyst Geulah Livshits raised the firm's price target on Provention Bio to $30 from $24 and keeps a Buy rating on the shares after teplizumab gained FDA approval as the first treatment to delay the onset of Stage 3 type 1 diabetes in adult and pediatric patients aged eight years and older with stage 2 diabetes. There is "nothing too surprising about the label," Livshits tells investors in a research note. The analyst adjusted his model to reflect the approval, pricing, and a more conservative penetration for the present based on the higher than expected price.

F.D.A. Approves a Drug That Can Delay Type 1 Diabetes

The therapy will cost nearly $200,000. But it’s the first treatment in 100 years to alter the course of the disease, which usually begins in adolescence.

18diabetes-articleLarge.jpg

The drug, marketed as Tzield, does not cure or prevent diabetes, but delays its onset by an average of two years and, for some patients, much longer.Credit...Provention Bio


Nov. 18, 2022
The Food and Drug Administration has approved the first treatment that can delay — possibly for years — the onset of Type 1 diabetes, a disease that often emerges in teenagers.

The new drug, teplizumab, is made by Provention Bio, which will partner with Sanofi to market the drug in the United States under the brand name Tzield. In an investor call on Friday, Provention said the drug would cost $13,850 a vial or $193,900 for the 14-day treatment. The company said teplizumab should be available by the end of the year.

The drug, which the F.D.A. approved on Thursday, does not cure or prevent Type 1 diabetes. Instead, it postpones its onset by an average of two years and, for some lucky patients, much longer — the longest so far is 11 years, said Dr. Kevan Herold of Yale, a principal investigator in trials of the drug.

The only other treatment for the disease — insulin — was discovered 100 years ago and does not affect the course of the disease. It just replaces what is missing.


The treatment prolonged the period in which they made some insulin, but eventually all got diabetes.

In 2011, Dr. Bluestone and Dr. Herold proposed a different sort of study. They would treat people who were at high risk of diabetes but who had not yet developed it. It was a bold move, Dr. Bluestone noted. “Other than vaccines, there aren’t many drugs given before diagnosis,” he said.

To find those people, the researchers worked with a group of clinical trial sites, TrialNet, that were supported by the National Institutes of Health. Dr. Herold is now the group’s chairman. TrialNet investigators screened 200,000 people who were immediate family members of people with Type 1 diabetes, looking for antibodies indicating an immune attack on the pancreas and abnormal glucose metabolism.

The result was a study, published in The New England Journal of Medicine, that led to Thursday’s approval.

test people can order, underwritten by the foundation. But, Dr. Kowalski said, “we want pediatric offices to do it.”

Testing also offers another opportunity, he said. It turns out that antibodies indicating an immune attack often occur when people are as young as 5 or 6 years old, although most do not develop diabetes until they are teenagers.

Now, he said, his hope is to treat people even earlier, as soon as those antibodies emerge. Clinicians and the F.D.A. had previously objected to treating before the disease was clearly underway, asking, “How can you give an immunotherapy if they are normal?” Dr. Kowalski said.

But, he said, the antibodies tell a different story.

“They do have diabetes,” he said, although not according to the usual definition of the disease. “It just hasn’t unmasked itself yet. We need to help them save their beta cells,” the insulin-secreting cells of the pancreas.
More...
The approval was already priced in apparently.
The news came out Thursday night. I saw it Friday AM but I didn't mention it because the stock really didn't show any signs of a big move.
It didn't do much in regular hours either.
It must have been expected, Sanofi inked a deal with them for the early distribution rights early last month. Paid $20M

upload_2022-11-19_16-44-58.jpeg
 
stonedinvestor said:
Now of course we will need room for "Van and Ted's Wild Adventures" and so we will have just that a subsection entitled Van & Ted's Wild Adventures-- and here you might find a Cathie Wood stock, or Robin Hood stock, some stock with a Hood or Wood involved.
More...
uh.... no.
I just read this.

Try not to include VZ in these spur of the moment, stream of consciousness, out loud thoughts regarding any future thread ideas, that odds are you'll forget you wrote by this time tomorrow had I not quoted this post.

When you start trying to define what the material posts should consist of... perhaps you should look back and consider the material that laid the golden egg. (your egg not mine, cause I could care friggin' less)

You can apply these rules as you like... but since I pretty much put GBA on the map... (all your threads had 2K views or less until I chimed in starting with "Ideas for Now"...) don't include me in this attempt to define material posted. Be grateful for the color I add.

No one else ever posts on our thread here.
They read it, but they don't post.
Know why?
Because our dialogue here is the 2022 internet version, in the teeny tiny world of ET readers... of PT Barnum's circus clowns in the 19th century.

And yes, I know you are gonna say "Van I take this very seriously and put in tons of work".... and maybe you do... but no one cares Stoney.
Show me one like you have received in the last 2 years from anyone but myself or Ted. And perhaps 1 or 2 others. Show me one poster aside from myself or Ted that even chimes in.

We're about daily entertainment Stoney...
...no one gives a hoot about your daily ("I sift thru 100 stocks" :rolleyes: ) Seeking Alpha cut and pastes.
So.... quit being some kinda wannabe thread nazi... and roll with the flow here.

GBA---> The House That VZ Built.
200K views and growing.
:D
 
Ya know Stoney, a thought occured to me. A realization.

I'll never understand what it is about extreme left leaning folks...like you... that all seem to have this burning inner desire to control that which is written or spoken around them.

It could be a small world... like GBA here at ET... or it could be a large world... like TWTR.... but it doesn't matter and it's all the same.

Quite comical in a way... this "need to control".
I mean whatever.... some would say... get a life.
It is interesting though.
The savant contemplates all things.

Thank god cnbc has Joe and Becky, Twitter has Elon., ET has Baron, and GBA... has VZ. :cool:
 
Thank god cnbc has Joe and Becky, Twitter has Elon., ET has Baron, and GBA... has VZ.

Lets break this stupid comment down in pieces. Thank God cnbc has Joe and Becky?

If Joe and Becky blew up in a blast of an e scooter nor you or I or the market would give a damn.:)

Thank God Twitter has Elon? Did you really say that.Nominate for Vz's dumbest comment. !

Thank God ET has Baron. I think you mean Baron thank's God ET has stoney don't you. $$$$$$$ I support this entity.. 3/4 of all advertising dollars falls on my thread.
 
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